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HC Financial Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

HC Financial Advisors’s Portfolio XSD Stock Details XSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$15K Hold
100
– – 0.01% 208
2022
Q1 		$21K Sell
100
-100
-50% -$20.7K 0.01% 189
2021
Q4 		$49K Buy
+200
New +$45.5K 0.03% 141

Other funds holding XSD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HC Financial Advisors's XSD Position: Q2 2022 in Review

HC Financial Advisors held its State Street SPDR S&P Semiconductor ETF (XSD) position steady in Q2 2022 at 100 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #208.

HC Financial Advisors first reported a position in XSD in Q4 2021 and has held it in 3 quarters since. The position peaked at $49K in Q4 2021. 173 funds tracked by Wall St. Rank hold XSD as of Q2 2022.

  • HC Financial Advisors held 100 shares of State Street SPDR S&P Semiconductor ETF worth $15K as of Q2 2022.
  • HC Financial Advisors left its State Street SPDR S&P Semiconductor ETF share count unchanged in Q2 2022.
  • State Street SPDR S&P Semiconductor ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #208 holding.
  • HC Financial Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and has held it in 3 quarters since.
  • HC Financial Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $49K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.